+21.8%
GDXJ vs HBM
+47.3%
-25.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.6% | +6.0% | +6.9% |
| 7D | -0.2% | -5.8% | +5.7% | +4.5% |
| 30D | -7.6% | -18.5% | +10.9% | +7.2% |
| 3M | +2.3% | -10.3% | +12.5% | +10.3% |
| 6M | -7.8% | +2.1% | -9.9% | -12.8% |
| YTD | -8.4% | +12.0% | -20.4% | -17.8% |
| 1Y | +21.8% | +49.8% | -28.0% | -8.9% |
| All | +21.8% | +47.3% | -25.5% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HBM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling